We are live on ! Find out more
SPGI icon

S&P Global

1,557 hedge funds and large institutions have $99.2B invested in S&P Global in 2022 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 592 increasing their positions, 636 reducing their positions, and 170 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more call options, than puts

Call options by funds: $1.51B | Put options by funds: $1.28B

7% less repeat investments, than reductions

Existing positions increased: 592 | Existing positions reduced: 636

5.35% less ownership

Funds ownership: 90.49%85.15% (-5.3%)

6% less funds holding

Funds holding: 1,6481,557 (-91)

19% less funds holding in top 10

Funds holding in top 10: 9174 (-17)

22% less capital invested

Capital invested by funds: $127B → $99.2B (-$27.6B)

39% less first-time investments, than exits

New positions opened: 104 | Existing positions closed: 170

Holders
1,557
Holders Change
-91
Holders Change %
-5.52%
% of All Funds
26.23%
Holding in Top 10
74
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-18.68%
% of All Funds
1.25%
New
104
Increased
592
Reduced
636
Closed
170
Calls
$1.51B
Puts
$1.28B
Net Calls
+$235M
Net Calls Change
+$341M
Name Holding Trade Value Shares
Change
Change in
Stake
NL
1551
NVWM LLC
Pennsylvania
$1K -$712K -1,998 -100%
ACK
1552
Andrew C. Karlinski
$1K
PO
1553
Private Ocean
California
$1K
VNA
1554
Valley National Advisers
Pennsylvania
$1K
BMD
1555
Better Money Decisions
New Mexico
$1K +$713 +2 New
HFS
1556
Heritage Financial Services
Massachusetts
$1K +$1.43K +4 New
BRWM
1557
B. Riley Wealth Management
Tennessee
$278 +$294K +826 New
WIM
1558
Westside Investment Management
California
$17
TP
1559
Third Point
New York
-$394M -960,000 Closed
Two Sigma Investments
1560
Two Sigma Investments
New York
-$233M -568,195 Closed
MCM
1561
Melvin Capital Management
New York
-$169M -411,779 Closed
AIM
1562
Alphinity Investment Management
Australia
-$149M -364,006 Closed
MP
1563
Munro Partners
Australia
-$100M -244,150 Closed
SCM
1564
Suvretta Capital Management
New York
-$84.8M -206,760 Closed
Renaissance Technologies
1565
Renaissance Technologies
New York
-$68.5M -167,022 Closed
DKCM
1566
Davidson Kempner Capital Management
New York
-$66.1M -161,213 Closed
SC
1567
Samlyn Capital
New York
-$52.8M -128,626 Closed
KCM
1568
Kensico Capital Management
Connecticut
-$48.8M -118,900 Closed
DGI
1569
Disciplined Growth Investors
Minnesota
-$47.8M -116,607 Closed
KA
1570
Kerrisdale Advisers
Florida
-$32.6M -79,424 Closed
LP
1571
LMR Partners
United Kingdom
-$32.5M -79,156 Closed
WorldQuant Millennium Advisors
1572
WorldQuant Millennium Advisors
New York
-$28.2M -68,762 Closed
MSR
1573
Main Street Research
Connecticut
-$25M -60,946 Closed
CWM
1574
Congress Wealth Management
Massachusetts
-$22.6M -55,136 Closed
MSL
1575
Mackay Shields LLC
New York
-$20.8M -50,766 Closed

SPGI Hedge Fund Activity: Q2 2022 in Review

1,557 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q2 2022, worth a combined $99.2B — down 22% from $127B a quarter earlier.

Sellers outnumbered buyers: 170 funds closed out of SPGI and 104 opened new positions — a net loss of 66 holders — while 636 trimmed existing stakes and 592 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $736M. The largest seller was CFS Investment Advisory Services, cutting an estimated $1.13B.

  • 1,557 institutional investors held S&P Global (SPGI) as of Q2 2022, down from 1,648 in Q1 2022.
  • Funds reported $99.2B of S&P Global stock for Q2 2022, down 22% quarter-over-quarter.
  • 104 funds opened new S&P Global positions in Q2 2022 and 170 closed out, a net change of -66 holders.
  • The largest S&P Global buyer in Q2 2022 was T. Rowe Price Associates, an estimated $736M added.
  • The largest S&P Global seller in Q2 2022 was CFS Investment Advisory Services, an estimated $1.13B sold.

Based on aggregated 13F filings for Q2 2022.